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Trusts, Estates & Probate

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Using LLCs in Estate Planning: The Basics

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Approved 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
OnDemand
5 hours 53 minutes
Michelle Bau Yu
Christopher Cauble
Richard Koblentz
Noel Humphreys
With Michelle Bau Yu from Longevity Law + 3 others
Recorded October 27, 2025
Product ID 100914

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Overview

Pros and Cons, Operating Agreements, Tax Essentials, and More!

Add another estate planning tool to your arsenal! This practical legal guide will weigh the pros and cons of including an LLC in a client's estate plan. Experienced faculty will also walk you through the critical provisions of the operating agreement and offer practical tips for maximizing asset protection and planning out transfer to beneficiaries. Register today!

  • Weigh the tax and non-tax pros and cons of LLCs.
  • Determine when an LLC is a good fit.
  • Review key formation documents and operating agreement provisions.
  • Learn what a periodic review of an LLC must and should include.
  • Get legal ethics guidance from experienced practitioners in the field.

Abbreviated Agenda

  1. The Pros and Cons of LLCs in Estate Planning
  2. Using LLCs to Invest in Real Estate
  3. Understanding LLC Structures
  4. Operating Agreement: Key Provisions
  5. Asset Protection LLC Features and Planning Approaches
  6. Periodic Compliance Review: Making Sure all Formalities are Observed and the LLC is Serving its Intended Purpose
  7. Business Succession Planning
  8. Gifting Through LLC Distributions
  9. Tax Planning and Reporting Essentials
  10. Legal Ethics

Related Topics

Product ID 100914

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Approved 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. The Pros and Cons of LLCs in Estate Planning

  2. Using LLCs to Invest in Real Estate

  3. Understanding LLC Structures

  4. Operating Agreement: Key Provisions

  5. Asset Protection LLC Features and Planning Approaches

  6. Periodic Compliance Review: Making Sure all Formalities are Observed and the LLC is Serving its Intended Purpose

  7. Business Succession Planning

  8. Gifting Through LLC Distributions

  9. Tax Planning and Reporting Essentials

    1. Relevant Tax Laws Update
    2. How is the LLC to be Taxed?
    3. Choosing the Assets to Fund the LLC
    4. Preserving Section 2704 Valuation Discount
    5. Tax Reporting Basics

  10. Legal Ethics

    1. Who is the Client?
    2. Conflicts of Interest, Consent, and Waivers
    3. Attorney Fees and Engagement Agreements
    4. Client Capacity Determinations
    5. Guarding Confidentiality
    6. Doing Business With Clients
    7. What to Do When You've Made a Mistake

Who Should Attend

This program is designed for attorneys. Accountants, general counsel, estate planners, business executives, trust officers, paralegals, and tax professionals may also benefit.

Speakers

Michelle Bau Yu
Michelle
Bau Yu
Longevity Law
Christopher L Cauble
Christopher L.
Cauble
Cauble, Furr & Beguin, LLP
Richard S Koblentz
Richard S.
Koblentz
Koblentz, Penvose & Froning, LLC
Noel D Humphreys
Noel D.
Humphreys
Connell Foley LLP
Speaker bio
Michelle Bau Yu

Michelle Bau Yu

Longevity Law
Michelle Bau Yu

is an attorney at Longevity Law, where she specializes in trusts, estates, corporations, LLCs, partnerships and real estate in California, the United States, Asia and Canada. She is also a licensed real estate broker and has represented international clients on their real estate in California. Ms. Yu is a multilingual lawyer who speaks English, Cantonese and Mandarin Chinese.

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Speaker bio
Christopher L Cauble

Christopher L. Cauble

Cauble, Furr & Beguin, LLP
Christopher Cauble

is the managing partner in the firm of Cauble, Furr & Beguin, LLP in Grants Pass, Oregon, practicing in the area of probate and trust litigation, including litigating claims, money that has been stolen by PR's or fiduciaries, defending or prosecuting will contests, and elder abuse litigation. Additionally, he deals with all estate and probate related tax issues. Mr. Cauble earned his B.A. degree (Departmental Honors) from Willamette University and his J.D. degree, cum laude, (Phi Alpha Delta) from Gonzaga University School of Law. He is a member of the Oregon State Bar board of Governors, Oregon State Bar Administrative Law Executive Committee (chair, 2009), Oregon State Bar House of Delegates and the Oregon State Bar Judicial Administration Committee. Mr. Cauble is a member of Oregon State Bar Board of Governors from 2020-2024. He is admitted to practice in Oregon and before the U.S. Tax Court, U.S. District Court District of Oregon, as well as the Ninth Circuit Court of Appeals and the U.S. Supreme Court.

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Speaker bio
Richard S Koblentz

Richard S. Koblentz

Koblentz, Penvose & Froning, LLC
Richard Koblentz

is an attorney with Koblentz, Penvose & Froning, LLC. He devotes the greatest portion of his practice to the area of professional responsibility, including legal ethics, attorney discipline, bar admission representation, representation in the areas of attorney conflicts of interest, disqualification of counsel, law firm formations and dissolutions, legal malpractice representation as both plaintiff and defense counsel, and service as an expert witness. In 2024 Mr. Koblentz was awarded the William K Thomas Professionalism of the Year Award by the Cleveland Metropolitain Bar Association. Mr. Koblentz also practices in the areas of complex and general civil litigation, criminal defense, probate, real estate, small business counseling and domestic relations. He has served as president of the Cleveland-Marshall Law Alumni Association, is an officer of the Cuyahoga County Bar Association, and is a member of the Council of Visitors at California Western School of Law in San Diego, California. He earned his B.S. degree from The Ohio State University and his J.D. degree from Cleveland-Marshall College of Law.

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Speaker bio
Noel D Humphreys

Noel D. Humphreys

Connell Foley LLP
Noel Humphreys

is of counsel with Connell Foley LLP, where he limits his practice to business transactions, lending transactions, organizational governance and intellectual property. Mr. Humphreys is admitted to practice law in New Jersey and New York, and before the U.S. District Court of New Jersey and the U.S. District Court of New York (Eastern and Southern). He earned his B.A. degree from DePauw University, his M.S.J. degree from Columbia University and his J.D. degree from Harvard University.

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Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
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The OnDemand Video will be available to stream within 14 days of live broadcast date. You will have access to the content for 6 months in your account. If you’re a subscriber, you’ll have access to your course recordings until 7 days after the expiration date of the subscription.
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